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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.110 | 0.770 | 0.660 |
Shares | 86.870 | 86.870 | 0.000 |
Bonds | 12.970 | 12.970 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.830 | 16.818 |
Price to Book | 2.649 | 2.275 |
Price to Sales | 2.047 | 1.673 |
Price to Cash Flow | 11.485 | 9.229 |
Dividend Yield | 2.167 | 2.450 |
5 Years Earnings Growth | 9.098 | 9.838 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.200 | 19.354 |
Financial Services | 16.340 | 16.179 |
Industrials | 10.700 | 10.850 |
Consumer Cyclical | 10.220 | 10.519 |
Healthcare | 8.880 | 11.498 |
Communication Services | 7.790 | 7.209 |
Real Estate | 6.870 | 7.106 |
Consumer Defensive | 5.690 | 6.678 |
Basic Materials | 3.430 | 3.602 |
Energy | 3.390 | 4.067 |
Utilities | 2.490 | 2.938 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 55.41 | 132.57 | -0.11% | |
iShares Core MSCI Total Intl Stk ETF | - | 27.80 | - | - | |
iShares Core US Aggregate Bond | US4642872265 | 9.67 | 98.81 | -0.01% | |
iShares Core U.S. REIT | US4642885218 | 3.74 | 56.08 | -2.59% | |
iShares 20+ Year Treasury Bond ETF | - | 1.94 | - | - | |
iShares TIPS Bond | US4642871762 | 1.45 | 109.58 | +0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | 0.34 | 18.13 | 14.64 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 3.75 | 7.11 | 6.07 | ||
ME NextGen College Investing Plan d | 125.03M | 0.98 | 14.16 | 12.66 | ||
ME NextGen College Investing Plan 8 | 125.03M | 3.91 | 7.46 | 6.46 | ||
ME NextGen College Based 11 13 Y D | 125.03M | 3.78 | 6.12 | 5.44 |
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